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Santa Monica, CA Office

Team
Updated today

Client AUM

$277,234,359

Clients

187

Advisors

2

Of 4 advisors across 2 offices

Location

1327 Ocean Avenue, Suite K

Santa Monica CA 90401

Advisors at this office

2

Advisors at this office

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Robert J

Series 66

Santa Monica, CA

Victus Capital Wealth

Robert Jones is a financial advisor at Victus Capital Wealth with 21 years of industry experience. He holds the Series 66 designation and has worked at Victus Capital Wealth since 2014, as well as Beverly Hills Wealth Management, LLC since 2011. Victus Capital Wealth serves individual and high-net-worth clients, trusts, pension plans, and business entities by providing portfolio management and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis across various investment strategies while maintaining a fiduciary standard in monitoring and rebalancing portfolios.

Options & derivatives strategies Private / alternative investments
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Mary K

Series 63, Series 65

Santa Monica, CA

Victus Capital Wealth

Mary Kusnic is a financial advisor at Victus Capital Wealth with 27 years of industry experience. She has held her current role since 2012 and holds Series 63 and Series 65 licenses. Kusnic serves on the Board of Directors for the Century City Chamber of Commerce, a nonprofit organization. Victus Capital Wealth provides portfolio management and retirement plan consulting to individual and high-net-worth clients, trusts, pension plans, and business entities. The firm uses a blend of fundamental, technical, and cyclical analysis in its investment approach, combining long-term and trading strategies with options, margin, short sales, and private equity allocations when appropriate.

Options & derivatives strategies Private / alternative investments
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